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Hurlow Wealth Management Group’s ConocoPhillips COP Stock Holding History

Hurlow Wealth Management Group’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,767
Closed -$248K – 120
2025
Q2 		$248K Sell
2,767
-16
-0.6% -$1.44K 0.07% 113
2025
Q1 		$292K Buy
2,783
+9
+0.3% +$898 0.09% 94
2024
Q4 		$275K Sell
2,774
-3
-0.1% -$319 0.09% 97
2024
Q3 		$292K Buy
2,777
+6
+0.2% +$659 0.09% 94
2024
Q2 		$317K Sell
2,771
-2
-0.1% -$243 0.11% 84
2024
Q1 		$353K Buy
2,773
+3
+0.1% +$342 0.12% 80
2023
Q4 		$322K Buy
2,770
+4
+0.1% +$468 0.12% 80
2023
Q3 		$331K Buy
2,766
+8
+0.3% +$929 0.14% 78
2023
Q2 		$286K Buy
2,758
+4
+0.1% +$411 0.12% 86
2023
Q1 		$273K Sell
2,754
-8
-0.3% -$875 0.13% 84
2022
Q4 		$326K Buy
2,762
+35
+1% +$4.25K 0.17% 75
2022
Q3 		$279K Hold
2,727
– – 0.16% 73
2022
Q2 		$245K Hold
2,727
– – 0.14% 84
2022
Q1 		$273K Buy
+2,727
New +$251K 0.17% 76
2020
Q1 		– Sell
-5,170
Closed -$335K – 92
2019
Q4 		$335K Hold
5,170
– – 0.33% 73
2019
Q3 		$290K Sell
5,170
-370
-7% -$21.1K 0.31% 77
2019
Q2 		$334K Sell
5,540
-170
-3% -$10.6K 0.35% 67
2019
Q1 		$360K Sell
5,710
-143
-2% -$9.62K 0.39% 58
2018
Q4 		$382K Buy
+5,853
New +$398K 0.46% 48

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hurlow Wealth Management Group's COP Position: Q3 2025 in Review

Hurlow Wealth Management Group sold out of ConocoPhillips (COP) in Q3 2025, closing a stake of 2,767 shares — an estimated $248K sold.

Hurlow Wealth Management Group first reported a position in COP in Q4 2018 and held it in 19 quarters. The position peaked at $382K in Q4 2018. 2,286 funds tracked by Wall St. Rank hold COP as of Q3 2025.

  • Hurlow Wealth Management Group reported no remaining ConocoPhillips position as of Q3 2025 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 2,767 ConocoPhillips shares in Q3 2025, an estimated $248K.
  • Hurlow Wealth Management Group first reported a position in ConocoPhillips in Q4 2018 and held it in 19 quarters.
  • Hurlow Wealth Management Group's ConocoPhillips position peaked at $382K in Q4 2018.
  • 2,286 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2025, filed 5 Nov 2025.